Alanna Carter
North Vancouver,BC
Summary
I excel in interpersonal interactions with peers and associates, I bring energy, dedication, and reliability to my work. I am quick to learn, and adept at problem-solving, known for attention to detail and organizational skills.
Overview
9
9
years of professional experience
Work History
Client Service Representative- Team Lead
True North Disability Services
11.2022 - Current
- Spearheaded recruitment and onboarding of new team members
- Mentored and coached team members to achieve their Key Performance Indicators (KPIs)
- Oversaw and managed teams of over 20 employees
- Conducted performance reviews to assess team members' progress
- Offered guidance and support to team members dealing with escalated and intricate challenges
- Delivered valuable insights to management regarding staff performance
Processing Representative
True North Disability Services
02.2021 - 11.2022
- Conducted outbound calls to doctors and clients when needed
- Consistently surpassed call Key Performance Indicators (KPIs) of over 80 calls daily.
- Provided exceptional customer service, ensuring client satisfaction
- Collaborated within a team to achieve company objectives
- Acted promptly and efficiently to address the needs of clients and doctors
- Effectively communicated to ensure a clear understanding of requirements for efficient work completion
- Scrutinized applications and medical records to guarantee accuracy
Client Service Representative
True North Disability Services
10.2020 - 02.2021
- Initiating outbound calls to assess eligibility for our services
- Maintaining a track record of consistently exceeding call Key Performance Indicators (KPIs), including making 80 or more calls per day and securing a minimum of 10 contracts.
- Providing exceptional customer service, prioritizing client satisfaction
- Keeping meticulous customer records
- Collaborating as a cohesive team to achieve company objectives
- Ensuring prompt and effective response to meet client's needs
Financial Service Advisor
Prospera Credit Union
12.2017 - 10.2020
- Demonstrating an exceptional ability to maintain accuracy.
- Cultivated exceptional customer service by actively engaging with clients to comprehend and address their needs.
- Proactively identified opportunities to strengthen member relationships.
- Exhibited strong communication skills, ensuring clear and effective interactions.
- Maintained composure under pressure.
- Optimally managed time, enhancing overall productivity.
- Trained and mentored new Customer Service Representatives, contributing to their success within the institution.
Customer Service Representative
Canadian Imperial Bank Of Commerce
01.2015 - 12.2017
- Ensured efficient and effective cash, credit, and monetary transaction balancing.
- Maintained unwavering adherence to security protocols at all times.
- Actively identified opportunities to enhance client relationships and promote CIBC's products and services positively.
- Assumed responsibility for handling bulk cash when the head teller was absent. Collaborated within a team to provide clients with the most appropriate advice and services.
- Actively participated in community events and fundraising for various charities.
- Stayed current on products and services to offer accurate information and suggestions to clients.
Education
High School Diploma -
École Windsor Secondary
North Vancouver, BC01.2012
Skills
- Service recommendations
- CRM system updates
- Client support
- Account Management
- Policy Implementation
- Business Development
- Staff Development
- Strategic Planning
Timeline
Client Service Representative- Team Lead
True North Disability Services
11.2022 - Current
Processing Representative
True North Disability Services
02.2021 - 11.2022
Client Service Representative
True North Disability Services
10.2020 - 02.2021
Financial Service Advisor
Prospera Credit Union
12.2017 - 10.2020
Customer Service Representative
Canadian Imperial Bank Of Commerce
01.2015 - 12.2017
High School Diploma -
École Windsor Secondary
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